Create a New Action

Import Actions Template Field Explanations

Field

Explanation

Group

If importing actions from the Actions Home Page, input the Title of the Action Group this action should be associated with.

If importing actions from within a group (by clicking on the group name), this cell can be left blank because the actions will automatically be added to the group you're uploading to.

Group Date

The action group date is flexible and can be utilized by your organization as best fit. When action groups are duplicated or created from a template, the action group date can be used as the distinguishing feature.

Action Number

Action Numbers are used to differentiate each task in a chronological order.

Actions within the same Action Group cannot have the same Action Number. You can leave the field blank. You can also input text if you wish to use the alphabet as way to categorize actions.

Title

Input the title of the action.

Description

Input the description for the action.

Source

The Source field is intended to serve as an input for the source of the action. Source is a free text field, allowing you to input any desired response. Customer, Internal Request, a user’s name, role or department are all examples of potential Source field categories.

Due Date

Input the date the action must be completed by.

Action Group Templates allow additional control regarding due dates in the Relative Due Dates section when creating or editing a template.

Workflow

Select a default workflow (basic, basic with approval, complex) or a customized workflow specific to your organization.

Status

The status of the action is based on the workflow selected.
Basic: Open, Closed

Basic with Approval: Open, Pending Approval, Completed
Complex with Approval: Open, Scheduled, In Progress, Pending Approval, Completed, Cancelled

Actions can be imported with any status and not just the first status of the workflow.

Date Complete

This field should be blank unless the task is already complete. If the action is already completed, include the completion date here.

Warn (Days)

Input a numerical value for the number of days ahead of the due date you want users to get a system email alert reminder of the outstanding action (converting from blue to yellow status).

Assigned To

Input the users (by username or First and Last Name) that you want to assign the action to. Actions cannot be assigned to roles or access levels. An Action can be assigned to multiple people. Use a semicolon to separate individuals assigned to an action.

Action Approvers

Input the users (by username or First and Last Name) that can approve an action. Action Approvers cannot be assigned to roles or access levels. Multiple users can be designated as an action approver. Use a semicolon to separate individuals assigned to an action.

Interested Parties

Input the users (by username or First and Last Name) or Certification Roles that are identified as Interested Parties. Multiple users or roles can be designated as an Identified Party. Use a semicolon to separate users/roles.

Action Response

The information input into the Action Response field will add a comment to the action task when imported, prefaced with “The following response was imported.”